Financial Wellness in the Workplace
Members may download one copy of our sample forms and templates for your personal use within your organization. Please note that all such forms and policies should be reviewed by your legal counsel for compliance with applicable law, and should be modified to suit your organization’s culture, industry, and practices. Neither members nor non-members may reproduce such samples in any other way (e.g., to republish in a book or use for a commercial purpose) without SHRM’s permission. To request permission for specific items, click on the “reuse permissions” button on the page where you find the item.
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The purpose of SHRM’s Financial Wellness in the Workplace Survey, sponsored by McGraw-Hill Federal Credit Union, is to determine whether workers are continuing to struggle financially even as the economy improves and to identify the types of financial challenges employees are experiencing. The survey also explores how these financial challenges may transfer into concerns for the workplace and what employers are doing to alleviate these issues.
Download Executive Summary on Financial Wellness in the Workplace
Download Full Survey Findings (PPT).
Members may download one copy of our sample forms and templates for your personal use within your organization. Please note that all such forms and policies should be reviewed by your legal counsel for compliance with applicable law, and should be modified to suit your organization’s culture, industry, and practices. Neither members nor non-members may reproduce such samples in any other way (e.g., to republish in a book or use for a commercial purpose) without SHRM’s permission. To request permission for specific items, click on the “reuse permissions” button on the page where you find the item.
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